tel: (281) 549-5077

Blog

Choosing A Financial Advisor with budgeting records

Choosing A Financial Advisor

Choosing a financial advisor or financial coach is one of the most important decisions that you will ever make for your family. It is critical that you find a financial coach that cares about your family. It will be important that you not only like your financial advisor but that […]

Learn-money-management-with-Couple-saving-coin-in-piggy-bank

How to Learn Money Management

How do you feel about your ability manage your money? Are you ever late paying your bills? Do you have a savings account? All three of these questions are part of the financial equation that indicates your desire to learn money management. You see, your parents and your school teachers […]

credit-card-balance-transfer-showing-empty-wallet

Is a Credit Card Balance Transfer Wise?

Have you ever received a Credit Card Balance Transfer offer in the mail? Many of us have and some of us have used this financial tool in the hopes of helping ourselves reduce debt. Is this practice of credit card balance transfer wise? The answer depends upon your actions after […]

family-goals-instructor-with-family

Family Goals Are Important

Family goals will usually be short term goals and long term goals. Like all goals they are important to write down on paper. It is also important to review them often. Short term goals may need reviewing every week. Long term goals may need reviewing every month. You decide based […]

financial-advice-scrabble-letters

Financial Advice Provides New Living

Financial advice is something most of us need at certain times in our lives. Chances are that your parents and other family members did not have serious conversations with you about personal finances. Neither did your teachers at any level of your education. So, it is not really surprising that […]

Spending-Money-Down-the-Drain

Spending Provides Savings Opportunity

Examining your monthly spending almost always will provide a savings opportunity. Are you interested in saving money? Who isn’t? Let’s go through a little exercise and examine how we have been spending our money. First, we want to take a look at our bank statements and all of our credit […]

zero-interest-credit-card-visa-image

Zero Interest Credit Cards

Do zero interest credit cards sound like something that you would like to know more about? How can they offer me a credit card with no interest? It kind of sounds like it is too good to be true. Is it? You may want to contact your financial coach if […]

financial fitness of family on beach

Financial Fitness Earns Freedom

You’ve heard me say the words, and read my blogs that mention “Financial Fitness”. Living a financially fit life will earn you and your family freedom that most other families don’t enjoy. Today, every time you want to do something you have to figure out how you can pay for […]

debt advise image of drowning piggy bank

Quality Debt Advice Will Make Sense

Most of us at some point in our lives can benefit from debt advice. That is especially true when it makes sense to us. Our desires to obtain things or to fulfill our “want lists” often get in the way of sound financial planning. If the debt advice makes sense […]

financial advisor image of growing plants

Do I Really Need A Financial Advisor?

Nearly everyone needs a financial advisor. Most of us were not taught about personal finances by our parents. Most of us were not taught about personal finances by high school or college educators either. It seems odd that one of the most important skill sets to possess is knowing how […]